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← Supply pressure for AI compute shows no sign of easing in the near term.

17 connected korrents · 17 moments from 4 Oct 2025 to 3 Nov 2026. Nearly all of them are about semiconductors.

Everything filed under data centers data centers Everything filed under America America Everything filed under the cloud the cloud Everything filed under energy energy Everything filed under war war Everything filed under government government Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Supply pressure for AI compute shows no sign of easing in the near term. Supply pressure for AI compute shows nosign of easing in the near term. Last stated today 3 Nov 2026 TT Tomasz Tunguz — holds since 2026-11-03 — tap for who they are Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted fromabout 1 CPU per 8 GPUs to roughly1:4, and the ratio could shrink to1:1. Last stated a month ago 24 Sept 2026 GO Gergely Orosz — holds since 2026-09-24 — tap for who they are Same subject: AI workloads are best served by clouds that bundle power, data center infrastructure and GPUs and strip out unnecessary software layers. — tap to centre the map on it AI workloads are best served byclouds that bundle power, datacenter infrastructure and GPUs andstrip out unnecessary softwarelayers. Last stated 2 months ago 8 Sept 2026 CP Chamath Palihapitiya — holds since 2026-09-08 — tap for who they are Same subject: Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. — tap to centre the map on it Data centres in orbit will be abetter business than Starlink,because an inference token is worthfar more per byte than a videopacket. Last stated 9 months ago 10 Feb 2026 CH Casey Handmer — holds since 2026-02-10 — tap for who they are Same subject: Generative AI cannot create personal meaning in an object, because meaning comes from the time a person gives up making it for someone. — tap to centre the map on it Generative AI cannot create personalmeaning in an object, becausemeaning comes from the time a persongives up making it for someone. Last stated 9 months ago 24 Jan 2026 BN Bob Nystrom — holds since 2026-01-24 — tap for who they are Same subject: NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies. — tap to centre the map on it NVIDIA hardware is unlikely tobecome cheaper, keeping local AIdata centers out of reach for smallcompanies. Last stated 5 months ago 25 May 2026 SS Salvatore Sanfilippo — holds since 2026-05-25 — tap for who they are Same subject: The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. — tap to centre the map on it The binding constraint on AI is nolonger power or data centres but thesemiconductor supply chain, whichhas by far the longest lead times. Last stated 8 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. — tap to centre the map on it A country's dominance in anirreplaceable industry can deter adependent rival from attacking itwhile making a dependent ally morelikely to come to its defense. Last stated 8 months ago 5 Mar 2026 JP Joseph Politano — holds since 2026-03-05 — tap for who they are Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in itschipmaker is ordinary infrastructurepolicy — Taiwan, Japan and Singaporeall did it. Last stated 5 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oilcompanies claim climate progresseven as their total emissions risefrom increased production. Last stated 2 months ago 9 Sept 2026 EA Emily Atkin — holds since 2026-09-09 — tap for who they are Same subject: "Energy essence personality" is as close as anyone can get to saying who or what Seth is — tap to centre the map on it "Energy essence personality" is asclose as anyone can get to sayingwho or what Seth is JR Jane Roberts — holds since c. 1963–1970 — tap for who they are Same subject: A ban on diesel exports would raise overall fuel prices and damage America's energy superpower status. — tap to centre the map on it A ban on diesel exports would raiseoverall fuel prices and damageAmerica's energy superpower status. Last stated a month ago 1 Oct 2026 AE Alex Epstein — holds since 2026-10-01 — tap for who they are Same subject: A world where everything is on the web and nothing on machines we own has lost a core freedom. — tap to centre the map on it A world where everything is on theweb and nothing on machines we ownhas lost a core freedom. Last stated a year ago 4 Oct 2025 BS Brent Simmons — holds since 2025-10-04 — tap for who they are Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be farmore powerful than any privatewalled garden that exists out therein the cloud. Last stated 4 months ago 30 Jun 2026 MT Meng To — holds since 2026-06-30 — tap for who they are Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run onservers and from the cloud first,not on your laptop. Last stated 4 months ago 28 Jun 2026 PL Pieter Levels — holds since 2026-06-28 — tap for who they are Same subject: “Happy Juneteenth” is an oxymoron, since the promise it marks has been perpetually broken. — tap to centre the map on it “Happy Juneteenth” is an oxymoron,since the promise it marks has beenperpetually broken. Last stated 5 months ago 19 Jun 2026 RJ Robert Jones, Jr. — holds since 2026-06-19 — tap for who they are Same subject: "Super Intelligence" is being used as a signal of fealty to President Trump. — tap to centre the map on it "Super Intelligence" is being usedas a signal of fealty to PresidentTrump. Last stated 3 weeks ago 11 Oct 2026 MS M.G. Siegler — holds since 2026-10-11 — tap for who they are Same subject: A ban on U.S. diesel fuel exports is more likely to raise prices than lower them. — tap to centre the map on it A ban on U.S. diesel fuel exports ismore likely to raise prices thanlower them. Last stated a month ago 23 Sept 2026 JM Josh Marshall — holds since 2026-09-23 — tap for who they are
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At the centre Supply pressure for AI compute shows no sign of easing in the near term. Last stated 3 Nov 2026 · today Holds Tomasz Tunguz Read this korrent →